Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,390 | $45,872-22.8% | $77,100-54.1% | $68,490-48.3% |
| Participation rate | 46.4% | 55.9%-9.5pp | 67.9%-21.5pp | 67.9%-21.5pp |
| Annual return | -17.71% | 1.73%-19.4pp | 42.35%-60.1pp | -7.85%-9.9pp |
| Employer contribution / active EE | $0 | $1,650-100.0% | $2,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,373 | $2,963-53.7% | $4,430-69.0% | $4,028-65.9% |
| Admin fee / account holder | $2,860 | $3,041-6.0% | $5,443-47.5% | $5,403-47.1% |